{"id":27320,"date":"2024-08-05T15:04:00","date_gmt":"2024-08-05T15:04:00","guid":{"rendered":"https:\/\/sharedcontacts.com\/?p=27320"},"modified":"2025-09-09T09:25:28","modified_gmt":"2025-09-09T09:25:28","slug":"pipeliner-google-contacts-sync","status":"publish","type":"post","link":"https:\/\/sharedcontacts.com\/pt\/integrations\/pipeliner-google-contacts-sync","title":{"rendered":"Sincronize os seus contactos do Pipeliner CRM com o Google e beneficie da integra\u00e7\u00e3o perfeita de contactos quase sem custos"},"content":{"rendered":"

O Pipeliner CRM \u00e9 uma plataforma robusta concebida para consolidar a gest\u00e3o das rela\u00e7\u00f5es com os clientes para empresas de todas as dimens\u00f5es. No entanto, algumas organiza\u00e7\u00f5es podem achar que as suas funcionalidades abrangentes s\u00e3o mais do que aquilo de que necessitam, especialmente se estiverem principalmente focadas na gest\u00e3o de contactos. Al\u00e9m disso, o custo associado a licen\u00e7as individuais para cada membro da equipa pode aumentar rapidamente, tornando-o menos vi\u00e1vel para empresas mais pequenas ou startups.<\/p>\n\n\n\n

Fortunately, there is a much more cost-effective and efficient solution for companies that require contact management capabilities. Integrating Pipeliner CRM with SharedContacts.com within Google Workspace offers a powerful alternative. This integration enables seamless sharing and updating of contacts without the cargas pesadas<\/a> ligado a v\u00e1rias licen\u00e7as de CRM.<\/p>\n\n\n\n

With SharedContacts.com, teams can effortlessly collaborate, accessing and managing Pipeliner CRM contacts collectively.<\/strong> A configura\u00e7\u00e3o \u00e9 simples e f\u00e1cil, permitindo \u00e0s empresas aumentar a produtividade e a coopera\u00e7\u00e3o sem gastar muito.<\/p>\n\n\n\n

Experience the perfect blend of powerful sales CRM capabilities and affordable contact management with Pipeliner and SharedContacts.com. Transform your workflow and boost your team’s efficiency with just a few simple steps.<\/p>\n\n\n\n

Configurar o Pipeliner para integra\u00e7\u00e3o com os contactos do Google<\/h2>\n\n\n\n

O Pipeliner tem uma funcionalidade nativa para integra\u00e7\u00e3o com os Contactos do Google, tornando o processo muito simples e eliminando a necessidade de software de terceiros. A configura\u00e7\u00e3o demora apenas alguns minutos.<\/p>\n\n\n\n

    \n
  1. No ecr\u00e3 principal do Pipeliner, clique no \u00edcone da sua conta no canto superior direito.<\/li>\n\n\n\n
  2. Ir para Defini\u00e7\u00f5es<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"O<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    Entre as sec\u00e7\u00f5es de defini\u00e7\u00f5es dispon\u00edveis, encontrar Aplica\u00e7\u00f5es<\/strong> no lado esquerdo do ecr\u00e3 (1), percorrer as op\u00e7\u00f5es do menu e encontrar Contactos do Google<\/strong>. Clique no bot\u00e3o Ativar<\/strong> bot\u00e3o (2). 
    <\/p>\n\n\n\n

    \"Localiza\u00e7\u00e3o<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    O sistema prop\u00f5e-lhe ligar a conta Gmail a partir da qual pretende utilizar, seguir e partilhar contactos no futuro. <\/p>\n\n\n\n

      \n
    1. Escolha uma conta Google.<\/li>\n\n\n\n
    2. Ler as condi\u00e7\u00f5es propostas e clicar em Continuar<\/strong>.<\/li>\n\n\n\n
    3. Veja a que \u00e9 que o Pipeliner ter\u00e1 acesso, forne\u00e7a as permiss\u00f5es e clique em Continuar<\/strong>.<\/li>\n<\/ol>\n\n\n\n
      \"Adi\u00e7\u00e3o<\/figure>\n\n\n\n
      <\/div>\n\n\n\n

      Agora vamos definir as defini\u00e7\u00f5es de sincroniza\u00e7\u00e3o, ou seja, como queremos que o Pipeliner interaja exatamente com os Contactos do Google. <\/strong><\/p>\n\n\n\n

        \n
      1. Seleccione o Tipo de sincroniza\u00e7\u00e3o. Recomendamos a Sincroniza\u00e7\u00e3o bidirecional para garantir que as actualiza\u00e7\u00f5es s\u00e3o reflectidas em ambas as plataformas.<\/li>\n\n\n\n
      2. Escolha uma etiqueta existente para a qual pretende enviar contactos do Pipeliner ou crie uma nova.<\/li>\n\n\n\n
      3. Clique em Guardar para aplicar a sua configura\u00e7\u00e3o.<\/li>\n<\/ol>\n\n\n\n
        \"Sincroniza\u00e7\u00e3o<\/figure>\n\n\n\n
        <\/div>\n\n\n\n

        Nota importante:<\/strong> Apenas os novos contactos adicionados ap\u00f3s a configura\u00e7\u00e3o ser\u00e3o sincronizados automaticamente. Para sincronizar contactos pr\u00e9-existentes, utilize as op\u00e7\u00f5es de exporta\u00e7\u00e3o e importa\u00e7\u00e3o<\/a> no Pipeliner.<\/p>\n\n\n\n

        Share Pipeliner Contacts With the SharedContacts.com App  <\/h2>\n\n\n\n

        When the integration is successfully completed, we are ready to share your Pipeline contacts with your colleagues in a few simple clicks. To do this, access your SharedContacts.com account or instalar<\/a> a aplica\u00e7\u00e3o, se ainda n\u00e3o o fez. <\/p>\n\n\n\n

        Com esta configura\u00e7\u00e3o, os seus dados CRM tornam-se efetivamente Partilha de contactos do Google<\/a> ready \u2014 your team can work with the same up-to-date information directly in Google Workspace. Using SharedContacts.com on top of this integration means you\u2019re not just syncing data, but actually controlling how it\u2019s accessed. You can decide who gets view-only rights, who can edit details, and even share Pipeliner contacts with external partners. This turns a simple sync into a true collaboration tool, ensuring that everyone works from a single, accurate source of customer information without the need for extra CRM licenses.<\/p>\n\n\n\n

        Selecione a pasta de contactos do Pipeliner (1) \u00e0 esquerda e clique em Partilhar etiqueta (2).<\/p>\n\n\n\n

        \"The<\/figure>\n\n\n\n

        Tudo o que resta fazer \u00e9 escolher os seus colegas a quem pretende dar acesso aos contactos, definir o n\u00edvel de permiss\u00f5es e come\u00e7ar a partilhar. <\/strong><\/p>\n\n\n\n

          \n
        1. No campo E-mails, escolha os seus colaboradores selecionando-os na lista pendente, introduzindo os respectivos endere\u00e7os de e-mail ou procurando por nome.<\/li>\n\n\n\n
        2. Atribua permiss\u00f5es para especificar as ac\u00e7\u00f5es que os seus colegas podem realizar com os contactos. <\/strong><\/li>\n\n\n\n
        3. Clique em Partilhar etiqueta.<\/li>\n<\/ol>\n\n\n\n
          \"Label<\/figure>\n\n\n\n

          Conclus\u00e3o sobre a integra\u00e7\u00e3o do Google e do Pipeliner CRM<\/h2>\n\n\n\n

          Everything is ready for a new stage in your workflow when your team’s production will skyrocket and work efficiency will increase significantly. There is no longer a need to spend thousands on CRM payments. A single setup is sufficient, and the connection with Google and SharedContacts.com will take care of the rest. Just a quick and simple setup will help you save money, simplify contact management, and significantly increase the speed and productivity of your team. <\/p>","protected":false},"excerpt":{"rendered":"

          Pipeliner CRM is a robust platform designed to consolidate customer relationship management for businesses of all sizes. However, some organizations may find that its comprehensive features are more than what they need, especially if they are primarily focused on managing contacts. Additionally, the cost associated with individual licenses for each team member can quickly add […]<\/p>\n","protected":false},"author":11,"featured_media":27331,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[262],"tags":[],"class_list":["post-27320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"acf":[],"_links":{"self":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts\/27320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/comments?post=27320"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts\/27320\/revisions"}],"predecessor-version":[{"id":29651,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts\/27320\/revisions\/29651"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/media\/27331"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/media?parent=27320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/categories?post=27320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/tags?post=27320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}